Optima Tax Relief has a rating of 3.3 stars from 147 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Optima Tax Relief most frequently mention customer service. Optima Tax Relief ranks 3rd among Tax sites.
I had recently found out that the person we trusted with our taxes, stopped filing them. For two years... I decided to contact the professionals at Optima tax. I did not know where to begin, Albert listened to me, he explained to me the process of how they work and yes, they can help. Martha M. Filed my back taxes as soon as i was able to get the documents to her. My case manager Lois Kept me informed about my case every step of the way through resolution. Turns out we were owed a refund. The first check we have received already... I would recommend using Optima Tax 100%
We started with Optima Tax back in November of 2022. We reached out to them asking if they were able to help us with our 940's for federal. They stated yes but it was going to cost $22,000.00 to do so. We paid our first payment on 11-17-2022. We finished paying them on 8-17-2023. Since we paid them in full in the amount of $22,000.00, we have not heard anything from them! When I would call, they would ask to send them the last 3 months of pay stubs. I have tired numerous times to ask for the resolution from the IRS but no response. Need Help! Don't call them...
We started with Optima Tax back in November of 2022. We reached out to them asking if they were able to help us with our 940's for federal. They stated yes but it was going to cost $22,000.00 to do so. We paid our first payment on 11-17-2022. We finished paying them on 8-17-2023. Since we paid them in full in the amount of $22,000.00, we have not heard anything from them! When I would call, they would ask to send them the last 3 months of pay stubs. I have tired numerous times to ask for the resolution from the IRS but no response. Need Help! Don't call them...
Tip for consumers:
Beware of OPTIMA TAX RELIEF!
I had recently found out that the person we trusted with our taxes, stopped filing them. For two years... I decided to contact the professionals at Optima tax. I did not know where to begin, Albert listened to me, he explained to me the process of how they work and yes, they can help. Martha M. Filed my back taxes as soon as i was able to get the documents to her. My case manager Lois Kept me informed about my case every step of the way through resolution. Turns out we were owed a refund. The first check we have received already... I would recommend using Optima Tax 100%
We were happy with most of the process. However, we agreed to have both State and Federal taxes reviewed and resolved and are still waiting on state tax resolution. I believe communication could be better when Optima is requesting data, ie an email or phone message instead of having to check the portal daily.
When we initially spoke to a representative at Optima, we were assured they would do everything they could to assist us with our tax problem. We decided to sign with them, because we knew we needed help. It was a very stressful time, but we immediately felt better after talking to them just once. We provided all of the documents they asked for, and responded quickly to their calls and requests. We did our part. In turn, Optima got us a better outcome than we ever expected. Every single representative and attorney we spoke with was polite, professional, and thorough. We highly recommend them!
They did a good job. They helped us get things figured out with payments to the IRS so we did not lose our house. I wish they could have save us some money but, that is the way it goes. The people were helpful and friendly. Thank you so much.
I have been waiting over a year now for a resolution and they never call back when requested. The people you talk to say they aren't part of your team so they can't help you. And the "team" never calls back. I paid over two thousand dollars and I believe it was all a scam.
I am not completely finished as of yet. So far everything is going well. Didn't understand the lingo about taxes. I understand the process because it's explained to me what they're doing. I wil know something soon I keep you posted.
This review is particularly about Ruth Rodriguez because she has been the only positive result during this seemingly long process with Optima Tax. Working with Ruth was a pleasure. Ruth helped move us forward in preparing the necessary forms needed. I honestly don't know what we would've done without her. Ruth reached out when we had no idea how to fill out the forms Optima asked us to return to them. Working with her made the process comfortable and uplifting during a stressful time. Ruth has been both professional and personable. Though we still have a ways to go in this tax process "because of Ruth" we feel confident Optima Tax has our best interest in mind and will lead us though to the end.
At first i did not know what to expect. But the staff at Optima walked me though every step, making sure that i understood the process. They are very professional and knowledgeable in there field. I learned a lot from every Person at Optima who helped me. I will not forget that. Thank You for all your help. Optima Tax Relief is the BEST.
Optima Tax helped me to resolve my IRS debt. Although it was a 3 plus year journey with Optima Tax, they were able to reach a final decision which in turn made me a very happy and satisfied customer. I would definitely recommend their services to anyone in need.
Tip for consumers:
No
Products used:
Optima Tax Relief
My wife and I had several years of unpaid taxes. It seemed at tax time we would file but always owed and very rarely qualified for a tax refund and became frustrated. We knew at some point the IRS would start to come after us for what we owed and needed to do something about it before it was too late. We had seen the ads on television for Optima and the positive results they had in helping individuals resolve the tax liability issues with the IRS. We did a little research to see if the claims they made about the level of service they provided was on the up and up. We were presently surprised at the amount of good reviews that were posted and decided to give them a call. I'm glad we did. Optima took on our case and delivered as promised. They were able to reach an acceptable agreement with the IRS for us to satisfy and resolve our tax issues. We would recommend them to anyone to who needs to resolve their IRS problems. They are a life saver.
It cost me $10,000.00 more than my original tax dept when I hired these crooks. One of the biggest financial mistakes I have ever made! One star because this system wouldn't let me submit with zero stars.
DO NOT USE THIS COMPANY. Thank me later! Paid them almost $5,000 for to fill 3 tax returns. I thought these people were professionals and knew the ropes of getting the most out of a tax return. (for example, tax breaks, First Initiative Programs ect) That is a scam. The First Initiative program ONLY puts you on a payment plan. You can do that yourself. Spent to much money to get the bare minimum and I ended up owning more under these people. A total rip off!
Found myself in tax trouble. Owed the IRS over 16,000 dollars. I saw the commercial about reduced tax bill. Hired Optima for around 1,500 dollars. They delayed it for 2 years. No reduction. Now I'm paying the IRS full amount in installments payments. Plus the 1,500 I lost paying optima to reduce it. Be careful folks
Communications with Hai Nguyen seems very confusing and overly aggressive. I tell him my situation and many times I continually repeat myself. He turns my words around and interupts me immediately conveying an aggressive tone and using the IRS and their collection activities as a threat. I have not received any letters from IRS. I just needed assistance after the taxes are filed. This aggressive and manipulative shake down to get me on board is not appreciated. Please help Hai understand his aggressive and condescending tone is an immediate "NO THANK YOU"!
Tip for consumers:
N/A
Products used:
None
I'm the biggest nobody in America. If the IRS is doing anything to pay down the $31T debt why chase after the poor? My case isn't entirely OTR's fault. Friday, I recognized the tenacity of the IRS. My pitiful paycheck reflected the IRS tax levy. Four years ago I trusted OTR to help me. For whatever reason, the IRS deadline came and went. OTR knew about the deadline.
I stopped payment. Only a fool pays for something he didn't get.
Don't tell me OTR cares about their clients. I get it. I'm the biggest nobody in America.
The proof of purchase I have is in the OTR business ledger. 2019.
Tip for consumers:
Resolve tax issues ASAP. Four years of my ineptness pushing back against the IRS was futile. I suspect that's by design. Seek worthy professional help. I listened to the Italian guy on the OTR commercial. The road to the devil's home is often paved with good intentions. Folks tell themselves, I'll change my ways tomorrow. So says the dieter wannabee. I'll start my diet tomorrow.
The IRS has no compassion for poor people. Homeless and helplessness is immaterial to the IRS.
Products used:
The IRS is the windshield. I am the bug. It's impossible for me to sustain monthly cash flow with the IRS tax levy. Of course, I could change jobs. That doesn't get to the root of the problem. The IRS says I conspired to commit tax fraud against the USA. That's untrue. Wrong. I know how frugal I am. I haven't taken a vacation in nearly forty years. I work to make ends meet. The bank owns more of my home than I do. My retirement plan is to work into perpetuity so long as I'm able. After that it's up to Almighty God.
Now I'm trusting Tax Defense as of yesterday.
I contacted Optima with the hopes of getting help with IRS back taxes and all I received was a bunch of bull. Everything they tell you is read off of a script. After I paid the initial fee I was told that someone would call me to confirm information and go over other details, which they did a week later. I requested to speak with the gentleman that was handling my case and was given the run around until I threatened to cancel. I finally received a call back from the representative and was not pleased at all. I was advised that I owed the IRS far more than I actually did and then was advised that I would have to pay Optima a small fortune in order for them to handle my case. I declined the offer because I couldn't afford their fee. I was told in the beginning that I would get my money back if canceled within 14 days and have yet to receive a dime. I do not and will not recommend Optima Tax Relief to Anyone...Ever!
Tip for consumers:
I have yet to receive my refund
Products used:
None
They lure you in with a saleperson who will tell you what you want to hear so you pay upfront, this person has literally no idea if they can help or not. Then they stall for a year so they can do your next years taxes and hope some money hakes out. When it doesn't they set up a simple payment plan anybody could do with the IRS. That's all. I spent 3k on Optima, after a year of stalling I owed the entire amount to the IRS as well as roughly 2k in penalties and interest. They then offer everyone $350 to sign an agreement not to disparage the company. You can read all the fake positive reviews, but look at the negative reviews- every one of them says the exact same thing- those are the ones that are true
I never write reviews but I don't want anybody else to go through the expensive and stressful experience I had with these people. It starts with a positive phone call made by a professional salesman promising you to fix everything.
Over 3 years went by and they were sitting on ALL the paperwork they'd requested from me, every time I called to see what's going on nobody had a clue and they'd promise call backs that never happened.
Once they finally "closed" the case they made an deal with the IRS that I CAN NOT AFFORD!
BUT EVEN WORSE!
They didn't set it up right so after two months the IRS IS NOW THREATENING TO DEFAULT the agreement and I'm even worse off than when this started.
STAY AWAY... THEY RUINED MY YEAR..
This company didnt come through with what they were suppose to do concerning my tax problems. They take your money and NEVER COMPLETE ANYTHING. They have unprofessional workers. And have workers that are not knowledgeable concerning forms. The worker are just there to answer the phones and collect money. Please dont ever use Optima Tax Service they are a rip off company
OPTIMA uses organizational merry go round to keep busy,time poor confused clients
On hold KNOWING they will be frustrated with OPTIMA lack of results and just go away and
Give up! DO NOT PAY THESE CONARTISTS ANY UP FRONT FEES! Optima`s CEO IS AN UNSCRUPULOUS CALIFORNIA ATTY. Who wrote the consumer contract which gives YOU
Little recourse!I will file Complalints w/ ATTY. GENERAL of California attempting to recover
The $11,000 + that OPTIMA STOLE FROM ME while providing ZERO TAX RELIEF.
Tip for consumers:
This is a well oiled SCAM MACHINE. OPTIMA MUST be colludi g w/ the BBB since it has A+ rating there!!
Products used:
20-20 tax resolution. Com
Optima Tax Relief... know nothing about except the excellent radio jingle ads.
Sitejabber... shame on you.
All these thousands of 5 Star Robot reviews gives it such a high rating.
I've been in their system for almost 4 years with nothing to show for it. I paid $13,000 for their services and all they did was prepared back tax years and I have to get another accountant to do them because they weren't done properly and say I owe more than I actually do. Long story short, they are not good at what they do and outright lie about their services. I settled with the IRS myself after dealing with these clowns for 1/2 of what their last offer to me was for. Customer service doesn't exist in this company and they cannot retain their employees for more than a few months. I've personally had to deal with a dozen different people along the way with each change starting me from scratch. When I called the IRS they told me I was a day away from garnishment and liens because OTR hadn't contacted them on my behalf for the last 6 months. I paid for that service? Now they want to offer me a $650 refund out of the $13,000 I paid them in which I ended getting the case settled….stay away from this company.
Products used:
Tax negotiations
I contacted Optima after hearing the glowing reviews on the radio. I enlisted their help in resolving my tax issues, this was in Feb. 2018. The case manager was very friendly on the phone and things seemed to be going OK for awhile.
I became concerned as time went on as i felt my case was not moving fast enough. Eventually i decided to buy a new home as i had always wanted. In Sept. 2019 i received notice the IRS was going to file a tax lien on me. I kept sending in my tax notices to my case manager and kept being reassured that everything was OK. Two weeks prior to my home closing the IRS filed court lien papers against me. I could not close with a lien against me. Now Optima had to scramble to make a deal so i could get the lien removed so i could buy my home. This resulted in me paying 24K on the spot to lift the lien and to make payment arrangements to pay another 12K
Over time to settle my case. My case from start to completion with Optima took 1 year 9 months and did not save me a single penny. I had to spend my down payment money paying the IRS to remove the lien and taking money from my 401K just to be able to purchase my home. This was an unbelievably stressful period of time. I would not wish this experience on anyone.
Chuck
Optima Tax Relief is America’s leading tax resolution firm. We provide a bridge that connects our clients to better financial futures by making their tax issues a thing of the past. Helping thousands of people every year, our amazing staff of tax professionals has resolved over one billion dollars of tax debts for our clients.
Our clients come first. A commitment that’s reflected in the first line of our Core Values: “Aim for excellence. Every client. Every time. No exceptions. No excuses.” And we’re unwavering in our dedication to service and social responsibility, which has earned us honors such as the Torch Award for Ethics from the Better Business Bureau of Orange, Imperial, and San Diego Counties, the Civic 50 from the Orange County Business Journal, and Glassdoor’s Best Places to Work award.
With over 600 knowledgeable and compassionate tax industry professionals on staff, we’ll work tirelessly on your behalf, helping you put your tax debt to rest.